Ourorganization is involved in the marketing of financial products and services of a leading blue-chip company Recognition structures in the industry - Provide financial advice to clients - Stay abreast of industry related Vehicle and valid driver's license Experience in financial services will be an advantage Credit and criminal
Ourorganization is involved in the marketing of financial products and services of a leading blue-chip company Recognition structures in the industry - Provide financial advice to clients - Stay abreast of industry related Vehicle and valid driver's license Experience in financial services will be an advantage Credit and criminal
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in Insurance (MI). Business Development Consultants advise primarily on motor and household domestic insurance
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C
Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Assistant & Sales Associate for a Financial Advisor a Premier financial advisory firm committed to providing personalized service to help clients achieve their financial goals. Job Description: We're seeking a dynamic Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll provide crucial client base. Administrative Support: anage the financial advisor's calendar and schedule appointments.
Sales Consultant (Financial Services) Location: Durban, KwaZulu-Natal A large financial services group is techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become